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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FG
651
Fiduciary Group
Georgia
$615K -$28.2K -360 -5%
HAIM
652
Hunter Associates Investment Management
Pennsylvania
$615K -$5.96K -76 -1%
First Manhattan
653
First Manhattan
New York
$614K +$35.3K +450 +6%
CCMD
654
Cypress Capital Management (Delaware)
Delaware
$609K -$10.2K -130 -2%
CFA
655
Carroll Financial Associates
North Carolina
$609K +$85.4K +1,088 +17%
HI
656
Harbour Investments
Wisconsin
$609K +$586K +7,473 New
IFWM
657
Institute for Wealth Management
Colorado
$608K +$25.6K +326 +5%
AHC
658
Adell Harriman & Carpenter
Texas
$603K -$43.2K -550 -7%
PGFC
659
Peapack-Gladstone Financial Corp
New Jersey
$603K +$581K +7,401 New
CA
660
Cullinan Associates
Kentucky
$601K +$266K +3,387 +85%
AMIM
661
Aull & Monroe Investment Management
Alabama
$599K -$11.8K -150 -2%
SSB
662
Sandy Spring Bank
Maryland
$598K -$18.6K -237 -3%
AC
663
Allstate Corporation
Illinois
$597K +$66.6K +849 +13%
IA
664
IndexIQ Advisors
New York
$594K -$2.75M -35,020 -83%
KS
665
Karpas Strategies
Connecticut
$592K -$15.7K -200 -3%
CS
666
Comerica Securities
Michigan
$590K +$40.8K +520 +8%
BWM
667
BerganKDV Wealth Management
Minnesota
$589K -$1.57K -20 -0.3%
AF
668
Advisornet Financial
Minnesota
$588K +$33.8K +431 +6%
BA
669
Ballew Advisors
Mississippi
$586K +$276K +3,520 +100%
LSA
670
Leonteq Securities AG
Switzerland
$586K -$319K -4,064 -36%
RE
671
RBC Europe
United Kingdom
$584K – – –
IC
672
Inscription Capital
Texas
$584K +$202K +2,576 +56%
Fuller & Thaler Asset Management
673
Fuller & Thaler Asset Management
California
$580K -$110K -1,400 -16%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$580K – – –
GWCM
675
Godshalk Welsh Capital Management
Pennsylvania
$579K -$7.85K -100 -1%